Latest Institutional Transactions on Advanced Energy Industries Inc (AEIS)
This table provides information on the latest institutional transactions involving Advanced Energy Industries Inc (AEIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$79 - $134
|
2
$285
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$79 - $134
|
2
$285
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-631- 11.22% |
$49.9K - $84.5K
|
4.99K
$712K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
283+ 31.1% |
$22.4K - $37.9K
|
1.19K
$170K
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-80- 0.05% |
$6.32K - $10.7K
|
172K
$24.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.66KNew |
$368K - $623K
|
4.66K
$664K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30- 0.88% |
$2.37K - $4.02K
|
3.36K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
9.27K+ 7.32% |
$733K - $1.24M
|
136K
$19.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8+ 25.0% |
$632 - $1.07K
|
40
$5.71K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.54K+ 7.38% |
$122K - $206K
|
22.4K
$3.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-538- 32.16% |
$42.5K - $72K
|
1.14K
$162K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10- 2.4% |
$790 - $1.34K
|
406
$57.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
38+ 6.8% |
$3K - $5.09K
|
597
$85.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
128+ 1.73% |
$10.1K - $17.1K
|
7.53K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 71.43% |
$395 - $669
|
2
$285
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-42- 2.07% |
$3.32K - $5.62K
|
1.99K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$711 - $1.2K
|
9
$1.28K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
838+ 20.52% |
$66.2K - $112K
|
4.92K
$702K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2- 25.0% |
$158 - $268
|
6
$856
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 31.33% |
$2.05K - $3.48K
|
57
$8.13K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
94+ 42.92% |
$7.43K - $12.6K
|
313
$44.7K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.47K- 37.11% |
$274K - $465K
|
5.89K
$840K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
400+ 11.43% |
$31.6K - $53.5K
|
3.9K
$556K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.04KNew |
$161K - $273K
|
2.04K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
301+ 3.61% |
$23.8K - $40.3K
|
8.64K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.7KNew |
$213K - $361K
|
2.7K
$385K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
2.01KNew |
$158K - $268K
|
2.01K
$286K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 3.36% |
$395 - $669
|
144
$20.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.3% |
$316 - $535
|
97
$13.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 16.08% |
$6.48K - $11K
|
428
$61.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-93- 8.87% |
$7.35K - $12.4K
|
956
$136K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-60- 4.69% |
$4.74K - $8.03K
|
1.22K
$174K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.89K- 63.78% |
$653K - $906K
|
3.91K
$558K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
136+ 3.94% |
$12.9K - $17.9K
|
3.59K
$512K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-71- 2.33% |
$6.73K - $9.34K
|
2.97K
$424K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-60- 60.0% |
$5.69K - $7.89K
|
40
$5.71K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6.57K+ 52.37% |
$623K - $864K
|
19.1K
$2.73M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
32+ 0.03% |
$3.03K - $4.21K
|
107K
$15.2M
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-425- 1.19% |
$40.3K - $55.9K
|
35.2K
$5.02M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.81KNew |
$361K - $501K
|
3.81K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-21.1K- 79.05% |
$2M - $2.77M
|
5.58K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
27.2K+ 610.21% |
$2.58M - $3.58M
|
31.7K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.77K- 83.78% |
$168K - $232K
|
342
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
Snyder Capital Management L P
San Francisco, CA |
SELL
|
- |
-14.2K- 3.26% |
$1.35M - $1.87M
|
422K
$60.1M
|
|
|
May 15, 2025
Q1 2025
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
150KNew |
$14.2M - $19.7M
|
150K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-25.3K- 4.09% |
$2.4M - $3.33M
|
593K
$84.6M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
432+ 12.27% |
$41K - $56.8K
|
3.95K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.37K- 1.26% |
$604K - $838K
|
499K
$71.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.3K+ 5.03% |
$4.2M - $5.83M
|
926K
$132M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.3K- 7.85% |
$3.06M - $4.24M
|
379K
$54M
|
|